Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi
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Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi Email & Phone Number

Financial Planner & Partner at True Potential LLP at True Potential LLP
Location: Dumfries, Scotland, United Kingdom 2 work roles 9 schools
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Current company
True Potential LLP
Role
Financial Planner & Partner at True Potential LLP
Location
Dumfries, Scotland, United Kingdom
Company size
619 employees

Who is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi? Overview

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Quick answer

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is listed as Financial Planner & Partner at True Potential LLP at True Potential LLP, a company with 619 employees, based in Dumfries, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi.

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi previously worked as Financial Planner and Partner at True Potential Llp and Paraplanner/Trainee Financial Planner at True Potential Llp. Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi holds Cisi Level 6 Certificate In Advanced Financial Planning, Pass from The Chartered Institute For Securities & Investment (The Cisi).

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Email format at True Potential LLP

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True Potential LLP

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Profile bio

About Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi

As an experienced Financial Planner, I am dedicated to delivering clear and comprehensive financial advice that empowers you to live your life to the fullest. My mission is to help you live the life you envision, free from financial worry.With a strong foundation in Accountancy—holding an undergraduate degree in Accounting & Finance—I bring a strategic approach to financial planning. I am currently pursuing the Level 7 Diploma in Advanced Financial Planning through CISI to further enhance my expertise and serve my clients even better.

Current workplace

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's current company

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True Potential LLP
True Potential Llp
Financial Planner & Partner at True Potential LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Website
tpllp.com
Employees
619
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2 roles

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi work experience

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Financial Planner And Partner

Current
True Potential Llp

Dumfries, United Kingdom

Partner & Financial Planner offering bespoke financial planning solutions to private clients.

Aug 2018 - Present

Paraplanner/Trainee Financial Planner

Current
True Potential Llp

Dumfries

Paraplanner & Trainee Financial Planner

Apr 2015 - Present
Team & coworkers

Colleagues at True Potential LLP

Other employees you can reach at tpllp.com. View company contacts for 619 employees →

JC Joanne Coleman Dipfa, Cii Cert (Mp), Mlibf Joanne Coleman Dipfa, Cii Cert (Mp), Mlibf Colleague at True Potential LlpFelixstowe, England, United Kingdom, United Kingdom View → TG Tanya Graham Tanya Graham Colleague at True Potential LlpSunniside, England, United Kingdom, United Kingdom View → DB David Black David Black Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom, United Kingdom View → CB Craig Beardwood Craig Beardwood Colleague at True Potential LlpGreater Preston Area, United Kingdom View → TS Tracy Savage Fpfs Tracy Savage Fpfs Colleague at True Potential LlpDorchester, England, United Kingdom, United Kingdom View → SR Steven Rutter Steven Rutter Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom, United Kingdom View → PM Paul Mills Paul Mills Colleague at True Potential LlpDerby, England, United Kingdom, United Kingdom View → MM Maria Mooney Maria Mooney Colleague at True Potential LlpBelfast Metropolitan Area, United Kingdom View → TH Tom Henshaw Fpfs Tom Henshaw Fpfs Colleague at True Potential LlpClevedon, England, United Kingdom, United Kingdom View → TP Thomas Pattenden Thomas Pattenden Colleague at True Potential LlpSevenoaks, England, United Kingdom, United Kingdom View →
9 education records

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi education

Bachelor’S Degree, Ba (Hons) Accounting, 2:1

University Of The West Of Scotland

BA (Hons) Dissertation - Attitudes To Saving: Are Young People Saving For The Security of Their Financial Future? (First Class) Modules •.

Professional Fundamental Examinations, Accounting

Acca

Reg No: 3640687 • FI – Accountant In Business • F2 – Management Accounting • F3 – Financial Accounting • F4 – Corporate & Business Law •.

Hnd Accounting, Accounting, Ab

Dumfries & Galloway College

Accountancy

Hnc Accounting, Accounting, A

Dumfries & Galloway College

HNC

FAQ

Frequently asked questions about Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi

Quick answers generated from the profile data available on this page.

What company does Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi work for?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi works for True Potential LLP.

What is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's role at True Potential LLP?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is listed as Financial Planner & Partner at True Potential LLP at True Potential LLP.

Where is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi based?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is based in Dumfries, Scotland, United Kingdom while working with True Potential LLP.

What companies has Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi worked for?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi has worked for True Potential Llp.

Who are Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's colleagues at True Potential LLP?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's colleagues at True Potential LLP include Joanne Coleman Dipfa, Cii Cert (Mp), Mlibf, Tanya Graham, David Black, Craig Beardwood, and Tracy Savage Fpfs.

How can I contact Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi?

You can use AeroLeads to view verified contact signals for Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi at True Potential LLP, including work email, phone, and LinkedIn data when available.

What schools did Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi attend?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi holds Cisi Level 6 Certificate In Advanced Financial Planning, Pass from The Chartered Institute For Securities & Investment (The Cisi).

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